I slightly disagree. I think a business can have an AI focus rather than it being mere improvement over an already viable business if, without AI, the business

I slightly disagree. I think a business can have an AI focus rather than it being mere improvement over an already viable business if, without AI, the business model can't succeed due to excessive costs of scaling to serve enough users to have sufficient revenue. There are some cases like that where adding AI makes that previously non-viable business model viable again.